Software Migration & Accounts Support Package For Solicitors & Auctioneers
Our Software Migration & Accounts Support Package provides a structured, accounting-led transition from legacy or desktop systems to modern cloud-based accounting software.
This service is designed primarily for solicitors and estate agents onboarding with Shelbourne Accountants who require a controlled, compliant and well-supported migration, followed by ongoing accounts support.
Who This Service Is For
- Solicitors and legal practices requiring structured accounting software migration and ongoing support, particularly those operating in line with Solicitors Accounts & Legal Bookkeeping
- Auctioneers and estate agents moving to cloud-based accounting systems and requiring post-migration support, as outlined in Auctioneers and Estate Agents Bookkeeping
The service is delivered as part of a structured onboarding process and ensures accounting systems, data and processes are aligned correctly from the outset.
What This Service Covers
Software migration is not simply a data transfer. For regulated professions, it requires accounting oversight, validation and continuity.
Our package focuses on:
- Accuracy of financial records
- Continuity of client and office balances
- Proper setup of accounting structures
- Reduced disruption to day-to-day operations
- Ongoing support following migration
Accounting Software We Support
We support migration from commonly used accounting systems to cloud-based platforms, including:
- Sage to cloud accounting software
- QuickBooks to cloud accounting software
- Excel-based systems to cloud accounting software
We also work alongside standard practice and property management software used by solicitors and estate agents, ensuring accounting records align correctly post-migration.
What Is Included in the Package
This is an end-to-end service designed to remove uncertainty and minimise disruption.
- Initial review of your existing accounting setup
- Migration planning and system configuration
- Accounting software setup and chart of accounts configuration
- Data migration as scoped during onboarding
- Validation and reconciliation checks post-migration
- Cleanup of migrated balances where required
- User training and handover
- Post-migration accounts support
What Is Not Included
To ensure clarity and avoid over-promising, the following are not included unless specifically agreed in advance:
- Bespoke software development or custom integrations
- Unsupported or non-standard software platforms
- Historical reconstruction beyond the agreed migration scope
- IT infrastructure or hardware support
Why Choose Shelbourne Accountants
Unlike generic IT-led migrations, our approach is accounting-led and risk-aware.
Clients choose this service because:
- Migration is overseen by experienced accountants
- Regulated client-money environments are understood
- Accuracy and continuity are prioritised
- Support continues after the migration completes
- The service integrates directly into ongoing accounts and bookkeeping support
How the Process Works
Step 1: Review and Scoping
We review your current systems, accounting structure and onboarding requirements.
Step 2: Migration Planning
A structured migration plan is agreed, aligned with accounting and regulatory needs.
Step 3: Software Setup and Migration
Systems are configured and data migrated under accounting supervision.
Step 4: Validation and Checks
Balances and records are reviewed to ensure accuracy and continuity.
Step 5: Training and Handover
Users are supported through training and system familiarisation.
Step 6: Ongoing Accounts Support
Post-migration support ensures the system continues to operate smoothly.
Frequently Asked Questions
Is this service suitable for existing clients?
No. This package is designed for new clients onboarding with Shelbourne Accountants as part of a structured transition to cloud accounting.
Do you provide software migration for all business types?
This service is primarily for solicitors and estate agents operating in regulated, client‑money environments.
How much historical data is migrated?
The scope of data migration is agreed during onboarding and varies depending on systems and requirements.
Is post‑migration support included?
Yes. Post‑migration accounts support is included to ensure continuity and accuracy after the transition.
Is training provided?
Yes. User training and system handover are included as part of the package.
Contact us to arrange an initial discussion
If you are a solicitor or estate agent onboarding with Shelbourne Accountants and considering a change in accounting software, we would be happy to discuss how this package can support your transition.
